How to add Suppliers to the Award Summary tab (2 ways)

In an event, the Award Summary tab is a great place to track information about suppliers you're thinking about awarding! The Sourcing Team can add notes and Pros & Cons about the supplier(s). These details can help the Sourcing Team narrow down the list of suppliers and leave a clear description on how the decision was made.

At this point in the RFP process, the Sourcing Team has completed these step:

Creating an RFP.
Publishing the RFP to their Suppliers.
The Supplier(s) have submitted responses to the RFP.
The Sourcing Team is analyzing supplier responses.

Now, the Sourcing Team would like to add a few suppliers they are considering awarding to the Award Summary tab.

In this article we will cover how to:

Add Suppliers to the Award Summary tab from the Event Dashboard.
Add Suppliers to the Award Summary tab from the Event Analysis tab (formerly DNA).

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1. Add Suppliers to the Award Summary tab from the Event Dashboard

In the Dashboard tab of the event, scroll down to the Suppliers section.
Click on the Supplier's name. This will open a pop-up on the right side of your screen.
In the list of Actions, click "Add to Award Summary".

Once the page will reloads, notice you are on the Award Summary tab.

Here the Sourcing Team can:

Add notes about the Suppliers and your goals.
Add Pros & Cons to the supplier in the Award Options Recommendations section. Click the pencil icon to start writing Pros & Cons.
Lastly, when a decision has been made, click "Award Supplier" to make an award.

To add more supplier to the Award Summary section follow these same steps.

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2. Add Suppliers to the Award Summary tab from the Event Analysis tab (formerly DNA).

First, open the Event Analysis section of the event.

For more information on Event Analysis (formerly DNA) click here.

Click into the Supplier Summary tab.
Then click the filter icon. A side window will open.
Click the "Filters' tab in the side window.

In the side window, click the star next to the scenarios and/or suppliers you are considering awarding.

Next, click on the "Saved Views" tab in the side window.
Then click "Starred Scenarios and Suppliers".
Then click "Add to Award Summary".

The page reloads, notice you are now in the "Award Summary'" tab of the event and all your starred Suppliers and Scenarios have been added to the Award Options Recommendations section.

In the Award Summary tab the Sourcing Team can:

Add notes about the Suppliers and your goals.
Add Pros & Cons to the supplier in the Award Options Recommendations section. Click the pencil icon to start writing Pros & Cons.
When you're ready, you can click "Award Supplier" to make an award(s).

Congratulations! You have just learned how to add Suppliers to the Award Summary tab in an event.

For more information on Event Analysis (formerly DNA) click here.

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Frequently Ask Question:
You might be wondering-Where is the Award Summary tab in the event?

Great question! The Sourcing Team will not see the Award Summary tab in the left menu UNTIL the "Add to Award Summary" button or "Award" button is clicked.

The "Add to Award Summary" button can be found in 2 different places, (1) the event Dashboard and (2) in the Event Analysis section. This article describes the 2 ways to add suppliers to the Award Summary tab and also notes where the "Award" button is located.

For more information on awarding suppliers from the event dashboard click here.

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